Perspectives 2026: 26 industry predictions for the year ahead
STL Partners’ 26 predictions for 2026, focusing on change and growth in the telco industry
Tag Archives: Consolidation
A guide to edge computing for investors
Edge computing is a key enabling technology for AI and GenAI applications, providing the local processing power and low-latency connectivity needed for real-time decision-making and data processing. This report looks at the trends in investments in edge computing companies – from edge data centres to platforms and applications – and the market outlook for 2025.
Regulation: A Good Case for Change (at last)
For the past 30 years, telecoms regulation has largely been designed to keep the market power of incumbent telcos in check. Now, the growing maturity of the market, the massive power of global digital players, and the pressing need for more investment are combining to prompt a regulatory rethink. How should telcos and regulators change their approaches to accelerate the cycle of growth and innovation?
The European Telecoms market in 2020, Report 2: 4 scenarios and 7 predictions
Seven predictions and four scenarios for how the industry might play out in Europe in the next 5 years: ‘Digital Renaissance’, ‘Back to the Future’, ‘Commoditised Utility’ and ‘Telco Trainwreck’. Plus what are the take-outs for other markets?
Free-T-Mobile: Disruptive Revolution or a Bridge Too Far?
Free’s shock bid for T-Mobile USA will stretch its finances and management capacity to the limit. Can Free’s package of tactics, technology, and procedures work in the US context?